Overview

Formstack Forms for Salesforce is a native, no-code solution designed to streamline data collection, document generation, and eSignature processes directly within the Salesforce platform. This tool helps organizations break down data silos, save time, and improve the customer experience by dynamically pre-filling forms, automating document creation, and simplifying digital signature collection. With Formstack Forms for Salesforce, businesses can create efficient end-to-end workflows that scale with their operations, all while maintaining compliance with industry standards.

Features

Native

Forms for Salesforce is built entirely within the Salesforce platform, meaning all data is collected, processed, and stored directly in your Salesforce org. No integrations or logging into another platform required.

Secure and Compliant

As a native solution, Forms for Salesforce uses Salesforce’s data security model and matches your Salesforce compliance standards, including HIPAA and GDPR.

Dynamic Prefill

The dynamic prefill functionality provides exceptional end-user experiences because they never have to fill in the same data twice, and records are verified and updated without duplicating data.

No Code

Fully customizable forms allow you to collect the data you need. Our drag-and-drop form builder is so easy to use and quick to implement that no technical expertise is needed.

Sandbox Testing

Build and test forms in your sandbox first, and then confidently and easily migrate forms into your Salesforce org when they are ready to go live.

Partial Submissions

All form submissions, inclusive of partial submissions, are stored in your Salesforce org. Access and view data for saved-for-later submissions in the partial submissions dashboard.

Advanced Features

Forms for Salesforce provides advanced features such as PCI compliant payment integrations with Stripe and PayPal, conditional logic, file uploads, and automated workflows directly in Salesforce.

Salesforce Shield

The Forms for Salesforce Native Professional Plan is compatible with Salesforce’s top security features, including Salesforce Shield and data encryption.